Tax policy impacts on wealthy individuals


RECORDED WEBCAST | October 12, 2021

Authored by RSM US LLP

Event overview

The House Ways and Means Committee recently proposed various income and transfer tax increases on wealthy and high-income individuals, estates and trusts. These increases are part of the plan to generate the revenue needed to support reconciliation bill spending. If enacted, the proposals will have a significant impact on wealthy individuals’ financial and estate planning. What should you be considering now?

Watch the 60-minute recorded webcast where we discussed the following:

  • The current tax policy environment and how the proposed changes may affect wealthy individuals
  • Factors to consider in evaluating your current estate plan
  • What to consider from an income tax perspective

Event recording and materials


Andy Swanson  | Partner | RSM US

Andy Swanson leads the business owner tax practice at RSM US LLP, with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.

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Anne Bushman | Partner | RSM US

Anne Bushman leads the Washington National Tax compensation and benefits group at RSM US LLP, providing a range of tax consulting services.

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Carol Warley  | Partner | RSM US

Carol Warley serves as RSM’s Washington National Tax private client services tax practice leader. She has more than 40 years of experience and specializes in estate and gift planning, charitable gift planning, and fiduciary income tax planning.

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Fred Gordon | Senior Director | RSM US

Fred Gordon is senior tax policy leader in the national tax practice of RSM US LLP.

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Event details

Date and time

Recorded, watch anytime

Intended audience
Wealthy and high- income individuals, CEOs, entrepreneurs and business owners, private equity fund managers/owners, family office executives

CPE credits

Not applicable

This article was written by RSM US LLP and originally appeared on 2021-10-12.
2022 RSM US LLP. All rights reserved.

The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

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